Purchases and Sales Made in Q2 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 2025. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
235+ 45.11% |
$31.4K - $39.6K
|
756
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
235+ 2.03% |
$31.4K - $39.6K
|
11.8K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
234+ 15.19% |
$31.3K - $39.4K
|
1.77K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
233+ 0.95% |
$31.2K - $39.3K
|
24.9K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
232+ 3.19% |
$31K - $39.1K
|
7.52K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
232+ 4.1% |
$31K - $39.1K
|
5.89K
$910K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
232+ 3.18% |
$31K - $39.1K
|
7.52K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
231+ 2.75% |
$30.9K - $38.9K
|
8.64K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
230+ 0.68% |
$30.8K - $38.8K
|
33.9K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
230+ 0.13% |
$30.8K - $38.8K
|
178K
$27.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
229+ 0.68% |
$30.6K - $38.6K
|
33.7K
$5.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
229+ 1.06% |
$30.6K - $38.6K
|
21.8K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
228+ 13.23% |
$30.5K - $38.4K
|
1.95K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
227+ 18.78% |
$30.4K - $38.3K
|
1.44K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
227+ 0.1% |
$30.4K - $38.3K
|
229K
$35.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
226+ 5.98% |
$30.2K - $38.1K
|
4.01K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
226+ 0.67% |
$30.2K - $38.1K
|
33.8K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
226+ 3.67% |
$30.2K - $38.1K
|
6.39K
$987K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
224+ 15.43% |
$30K - $37.7K
|
1.68K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
224+ 0.37% |
$30K - $37.7K
|
61.6K
$9.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223+ 0.19% |
$29.8K - $37.6K
|
120K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
223+ 1.65% |
$29.8K - $37.6K
|
13.8K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222+ 5.1% |
$29.7K - $37.4K
|
4.57K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
222+ 6.31% |
$29.7K - $37.4K
|
3.74K
$578K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
221+ 4.78% |
$29.6K - $37.2K
|
4.85K
$748K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
220+ 7.36% |
$29.4K - $37.1K
|
3.21K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
220+ 3.64% |
$29.4K - $37.1K
|
6.26K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
219+ 9.78% |
$29.3K - $36.9K
|
2.46K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
219+ 3.08% |
$29.3K - $36.9K
|
7.34K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
217New |
$29K - $36.6K
|
217
$33.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
216+ 5.48% |
$28.9K - $36.4K
|
4.16K
$642K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
216+ 1.21% |
$28.9K - $36.4K
|
18.1K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
216+ 2.67% |
$28.9K - $36.4K
|
8.3K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
215+ 16.64% |
$28.8K - $36.2K
|
1.51K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
210+ 4.15% |
$28.1K - $35.4K
|
5.27K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
210+ 9.66% |
$28.1K - $35.4K
|
2.39K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
209+ 2.94% |
$27.9K - $35.2K
|
7.33K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
208+ 9.21% |
$27.8K - $35.1K
|
2.47K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
208+ 2.53% |
$27.8K - $35.1K
|
8.42K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
206+ 8.96% |
$27.5K - $34.7K
|
2.51K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
206+ 1.37% |
$27.5K - $34.7K
|
15.2K
$2.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
204+ 6.48% |
$27.3K - $34.4K
|
3.35K
$517K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
202+ 2.04% |
$27K - $34K
|
10.1K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
202+ 4.64% |
$27K - $34K
|
4.56K
$704K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
202+ 8.94% |
$27K - $34K
|
2.46K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
202+ 0.47% |
$27K - $34K
|
43.6K
$6.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
201+ 4.81% |
$26.9K - $33.9K
|
4.38K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
201+ 6.57% |
$26.9K - $33.9K
|
3.26K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
200+ 2.28% |
$26.7K - $33.7K
|
8.99K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
200+ 0.7% |
$26.7K - $33.7K
|
28.9K
$4.47M
|